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March, 2015  // Posts published in March, 2015

Record Spending to Buy Data Security Market Share

Research Question: What effect is heavy competition among network security vendors having on 2015 customer projects and product deployments? Companies: CHKP, CSCO, CUDA, FEYE, FTNT, JNPR, PANW By: John Harrington Click here to download the report (.pdf)   Highlights Palo Alto Networks Inc. (PANW) and Check Point Software Technologies Ltd. (CHKP) are spending what our eight security […]


Teva’s Long-Term Success Will Depend on Strategic Acquisitions

Research Question: Will Teva’s growth initiatives be enough to overcome the Copaxone patent cliff and increasing generic drug competition? Companies: ACT, AZN, BIIB, HSP, MYL, NVS, PFE, SLXP, TSE:VRX, TLV:TEVA By: Linda Richards Click here to download the report (.pdf)   Summary of Findings Ten sources who commented offered mixed responses on the likelihood of Teva Pharmaceutical Industries […]


Content is King: Sling TV is not Enough to Spur Cord Cutting

Research Question: Will Sling TV significantly boost the rate of cord cutting in 2015? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, DTV, GOOG, LON:SKY, MSFT, NFLX, TWC, TWX, TYO:6758, VZ   By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings DISH Network Corp.’s (DISH) Sling TV will have minimal effect on cord cutting this […]


HAL Gaining Share on Price Concessions in Pressure Pumping Market

Research Question: Which pressure pumping company is benefitting from the low oil price environment? Companies: HAL, SLB, WFT   Highlights Three well completion managers working for E&P companies with operations in the Rocky Mountain area agreed that Halliburton Corp. (HAL) has become the leader in giving price concessions for pressure pumping/well stimulation services in the region. […]


March 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ADSK, AMZN, ANGI, AVAV, CBS, CMCSA, DISH, DTV, EA, EBAY, FB, GOOG/GOOGL, GPRO, KING, KR, KRX:005930, LNKD, NFLX, NGVC, P, S, SSYS, T, TMUS, TWC, TWTR, TWX, USM, VZ, WFM, WMT, YELP, ZNGA Click here to download the report (.pdf)   Summary of Findings Respondents have been trying out digital and […]


Increasing Capacity and Revenue Expected for the Equipment Rental Industry

Research Question: What is the current state of the equipment rental industry’s fleet capacity and revenue, and where is the industry headed in the next three years? Companies: ASHTF, CAT, CNHI, DE, EPA:PIG, HD, HEES, HTZ, KRX:042670, MTW, NEFF, OSK, STO:ATCO-A, STO:VOLV-B, TEX, TYO:5406, TYO:6301, TYO:6326, TYO:6432, TYO:6586, TYO:7012, URI By: David Franklin Click here to download […]


Mar 20 2015 Communications, Technology

BBRY’s QNX Auto Infotainment Domination Threatened; IoT and Healthcare Still Promising

Research Question: Will BlackBerry’s QNX hold its lead position beyond 2016 as the number of competitors in the auto infotainment OS market increases? Companies: AAPL, BBRY, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, TYO:6752 Click here to download the report (.pdf)   Summary of Findings BlackBerry Ltd.’s (BBRY) QNX Software will hold its dominant position in the automotive infotainment […]


Drilling, Fraccing Industry Suffering from a Lack of Demand

Research Question: What has been the fallout of lower E&P capex budgets? Companies: BAS, DVN, HP, KEG, LON:WEIR, NBR, NOV, PTEN, XEC Click here to download the report (.pdf)   Highlights New Orders for Pressure Pumping Equipment Slow (LON:WEIR, NOV) Orders for new pressure pumping equipment have dropped significantly since the fourth quarter, according to three manufacturers […]


Too Early to Determine the Potential for Amazon’s Aurora

Research Question: Will Amazon’s RDS for Aurora launch affect Oracle’s ability to build its cloud database business? Companies: AMZN, MSFT, ORCL By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Inquiries sent to more than 90 potential sources yielded no evidence that the full-release version of com Inc.’s (AMZN) RDS (relational database system) […]


Mar 18 2015 Basic Materials, Chemicals

Monsanto Faces Short-Term Challenges, But Growth Anticipated

Research Question: Will Monsanto’s next-generation soybean technology propel growth despite a soft corn market and increasing noise about GMO health issues? Companies: BASFY, BAYRY, DD, DOW, MON, VTX:SYNN/SYT   By: David Franklin Click here to download the report (.pdf)   Summary of Findings Monsanto Co.’s (MON) new Intacta RR2 Pro soybeans and Roundup Ready 2 Xtend soybeans are […]